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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $15.1B AUM 5,207 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1528 New 3279 Added 216 Reduced 88 Exited
Page 126 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 CRNC CERENCE INC Technology 12,326.0 $140K 0.00% +12K +1668.4% $11.32 -25.4%
2502 ENR ENERGIZER HLDGS INC Industrials 6,503.0 $139K 0.00% +6K +10000.0% $21.44 +1.6%
2503 TDW TIDEWATER INC NEW Energy 2,089.0 $139K 0.00% +553.0 +36.0% $66.63 +39.8%
2504 DEA EASTERLY GOVT PPTYS INC Real Estate 5,579.0 $139K 0.00% +5K +1379.8% $24.93 -1.6%
2505 AHRT AH RLTY TR INC Financial Services 19,549.0 $138K 0.00% +11K +135.7% $7.08 -8.5%
2506 ISEP INNOVATOR ETFS TRUST 4,000.0 $138K 0.00% NEW $34.60 +3.4%
2507 KEEL KEEL INFRASTRUCTURE CORP Technology 24,000.0 $138K 0.00% NEW $5.74 -45.1%
2508 LZB LA Z BOY INC Consumer Cyclical 3,430.0 $138K 0.00% +3K +10000.0% $40.12 -21.1%
2509 BMRC BANK OF MARIN BANCORP Financial Services 4,946.0 $137K 0.00% +5K +1346.2% $27.70 -4.0%
2510 NACP TIDAL TRUST III 2,247.0 $137K 0.00% -2K -49.3% $60.80 -1.2%
2511 EVGO EVGO INC Consumer Cyclical 71,424.0 $136K 0.00% NEW $1.91 -29.8%
2512 YELP YELP INC Communication Services 5,562.0 $136K 0.00% NEW $24.52 -8.9%
2513 LXP INDUSTRIAL TRUST 2,524.0 $136K 0.00% +2K +6056.1% $53.88
2514 ESLT ELBIT SYS LTD Industrials 179.0 $136K 0.00% +17.0 +10.5% $758.72 -7.7%
2515 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 4,861.0 $136K 0.00% +4K +506.9% $27.93 -15.1%
2516 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,144.0 $136K 0.00% +1K +10000.0% $118.53 -27.1%
2517 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 9,173.0 $135K 0.00% NEW $14.76 -9.6%
2518 APLE APPLE HOSPITALITY REIT INC Real Estate 8,042.0 $135K 0.00% +7K +850.6% $16.81 -5.1%
2519 ASCE ALLSPRING EXCHANGE TRADED FU 3,850.0 $135K 0.00% NEW $35.09 -1.1%
2520 ERAS ERASCA INC Healthcare 7,360.0 $135K 0.00% +7K +9584.2% $18.32 -2.4%
Page 126 of 261  ·  5,206 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Financial Services 22.7%
Industrials 12.8%
Healthcare 8.8%
Energy 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 4.3%
Communication Services 4.2%
Utilities 2.8%
Real Estate 2.2%